Set Up Benefit Application Intake

Public Sector provides a benefit application intake process that helps you streamline how you receive benefit applications, store application data, and process the applications.

• Create benefit applications: Create applications using Discovery Framework and Omniscripts to capture constituent information in a standard format. Use Discovery Framework assessment questions to specify the information that you need from an applicant and store the provided information in assessment responses. Reuse common assessment questions across benefit applications.
• Store application data with effective dates: Store data from assessment responses to objects by using Integration Procedures and Data Mappers. Capture effective start and end dates for information such as income and expenses. When you reuse assessment questions in the benefit application, reuse the data-mapping components as well.
• Check eligibility and assign benefits: Let caseworkers launch an Omniscript guided flow from the individual application record page. Using the flow, caseworkers can easily check the benefit eligibility of the application they’re reviewing and assign benefits to eligible applicants.

Public Sector provides a Discovery Framework template to help you set up the benefit application intake. The template includes Discovery Framework assessment questions, Omniscripts, Integration Procedures, and Data Mappers. These components are designed for a sample Low Income Home Energy Assistance Program (LIHEAP). Customize them for your benefit programs.

Tip You can also use the Apply for a Benefit Omniscript to set up benefit applications. However, we recommend that you use the Discovery Framework-based application intake flow. This intake flow is more robust and is tightly integrated with other benefit flows and the benefit assistance Experience Cloud template.

• Customize Benefit Application Assessment Questions
  Create and edit assessment questions to capture constituent information for benefit programs in Public Sector (formerly Public Sector Solutions).
• Customize the Benefit Applicant Assessment Omniscript Template
  The benefit applicant assessment Omniscript template is designed for a U.S.-based Low Income Home Energy Assistance Program (LIHEAP) application. Customize the template to work for your benefit program applications.
• Activate the Benefit Application Integration Procedures
  Activate the Discovery Framework Integration Procedures to save application data, modify returned applications, and process benefit applications.
• Create a Trigger to Screen Benefit Applications
  Create a trigger to call an Integration Procedure when an individual application record is created for a benefit applicant assessment application. The Integration Procedure performs basic screening on the application, such as checking whether the participants named in the application are U.S. citizens. If the application fails the screening, then the Integration Procedure denies the application. If the application passes, then the Integration Procedure queues it for caseworkers to review.
• Activate the Benefit Applicant Assessment Omniscripts
  After you’ve customized the benefit applicant assessment Omniscript for your benefit program, activate it. Also activate the child Omniscripts that group assessment questions related to expenses and household details.